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Manage Maintenance Plans in an Asset

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Maintenance Plans lets you add new maintenance plans, remove maintenance plans, or you can create work orders for existing plans.

  • Add Maintenance Plans
  • Remove Maintenance Plans
  • Edit Maintenance Plan's Details
    • PM Progress
    • Vendors
    • Contacts
    • PM History
  • Open a Work Order for a Maintenance Plan

Add Maintenance Plans

You can add the maintenance plans that are set up in the Maintenance Plans Library.

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  1. From the Asset Details screen, click the add + icon and the Maintenance Plan Lookup form displays.
  2. Search or browse for the maintenance plan.

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  1. Click the maintenance plan and plans are added.

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Remove all maintenance plans

If you need to remove all the maintenance plans from an asset.

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  1. Hover over the maintenance plans to display the icon.
  2. Click the More Actions clipboard_e6c2c6d549d82f29014da2b50e396795b.png icon.
  3. Click Remove and the Confirm dialog displays the message "Are you sure you want to remove "maintenance plan" from this asset? (Your PM progression will be lost).

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  1. Click the Yes button and all plans are removed.

Open and view the Work Order for a Maintenance Plan

You can open and view the work order for this maintenance plan.

  1. From the Maintenance Plan list, click the maintenance plan and the plan's details displays in a form.
  2. Click the Open Work Order button and the work order is created and displays with the service tasks populated.

 

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Edit a Maintenance Plan's Details

  1. From the Maintenance Plan list, click the maintenance plan you want to adjust and the plan's details displays in a form.

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This form contains the following tabs.

PM Progress

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  1. Click the Adjust Progress.

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  1. From the drop-down, select either Next Date or Last Done.
  2. From the calendar picker, select a date.

PM Progress by Hours

Some plans may have hours as the measure of the PM's progress. This is where you can adjust the process by either Elapsed, Last Serviced, or Percentage Due.

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Vendors

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  1. From the Assigned Vendor drop-down, select vendor who will complete the work.

Assigned Contacts

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Add Contact(s)

  1. Click the Add Contact button and the Contacts dialog displays.

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  1. Select the contact(s).
  2. Click the Add Selected button.
  3. If you want a person to be the primary contact, then click the More Actions icon and then select Make Primary.

Remove Contact(s)

For the contact you want to remove, click the More Actions icon and then select Remove Contact.

If you want to remove all the contacts, then click Delete Selected.

PM History

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This displays the work orders and there status. If you want to open the work order, then click the work order number.